【Sector Research】China Property Service Sector – NDRC to support Community VAS segment via tax and social insurance reduction |
【Sector Research】China Software & IT Services – China cloud outlook mixed |
【Company Research】WuXi Biologics (2269 HK) – Raised full-year guidance on strong business growth momentum |
【Sector Research】China Consumer Staples – Structural merits look prominent amid transitory headwind and any stagflation expectation |
【Company Research】Haier Smart Home (6690 HK) – Tough 4Q21E but guidance maintained |
【行业研究】开发商才是自己的救世主 |
【Company Research】Shennan Circuits (002916 CH) – Strong 3Q results; Cost pressure remains |
【Company Research】WuXi AppTec (603259 CH) – Raised full-year guidance post strong quarterly results |
【Fixed Income Research】SUNSHI – High uncertainty on the exchange offer, but risk should be largely priced in |
【Fixed Income Research】China Property Developers 10M2021 Presales |